Legacy Edge Advisors

Legacy Edge Advisors as of June 30, 2026

Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 198 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.6 $87M 1.0M 82.92
Ishares Tr Core Msci Eafe (IEFA) 9.4 $70M 844k 83.48
Ishares Tr Rus 1000 Val Etf (IWD) 5.2 $39M 201k 194.23
Ishares Tr Rus Mid Cap Etf (IWR) 3.4 $25M 275k 91.97
Ishares Msci Emrg Chn (EMXC) 3.3 $25M 393k 63.14
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $25M 58k 424.58
Ishares Tr National Mun Etf (MUB) 3.0 $23M 216k 104.48
Vanguard Index Fds Growth Etf (VUG) 2.9 $22M 50k 438.40
Ishares Tr Shrt Nat Mun Etf (SUB) 2.7 $20M 187k 106.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $20M 107k 182.82
Vanguard Index Fds Value Etf (VTV) 2.5 $19M 106k 176.74
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 2.4 $18M 941k 18.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $17M 656k 26.50
Spdr Series Trust Portfolio S&p600 (SPSM) 2.2 $17M 392k 42.60
Microsoft Corporation (MSFT) 2.2 $16M 33k 497.41
Ishares Tr Us Industrials (IYJ) 1.7 $13M 92k 142.31
Ishares Tr New York Mun Etf (NYF) 1.6 $12M 235k 52.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $12M 215k 56.85
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.6 $12M 159k 75.58
Ishares Tr Ishares Semicdtr (SOXX) 1.5 $11M 48k 238.70
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.5 $11M 81k 139.02
Ishares Tr Expanded Tech (IGV) 1.5 $11M 101k 109.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $11M 77k 138.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $10M 16k 617.86
Ishares Tr Core S&p500 Etf (IVV) 1.3 $9.8M 16k 620.91
Apple (AAPL) 1.0 $7.7M 38k 205.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $7.7M 157k 49.03
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $7.7M 58k 132.14
Spdr Series Trust Bloomberg Invt (FLRN) 0.9 $6.8M 221k 30.83
NVIDIA Corporation (NVDA) 0.7 $5.2M 33k 157.99
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $5.1M 18k 279.83
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.7 $5.0M 123k 41.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.4M 7.7k 568.05
Amazon (AMZN) 0.6 $4.1M 19k 219.39
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $3.7M 34k 109.20
Ishares Core Msci Emkt (IEMG) 0.4 $3.4M 56k 60.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.8M 49k 57.01
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.8M 13k 215.79
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.8M 16k 176.23
Ishares Tr Esg Awre Usd Etf (SUSC) 0.4 $2.8M 119k 23.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.7M 31k 89.22
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $2.6M 63k 41.91
Ishares Tr Mbs Etf (MBB) 0.3 $2.6M 28k 93.89
JPMorgan Chase & Co. (JPM) 0.3 $2.5M 8.5k 289.91
Broadcom (AVGO) 0.3 $2.4M 8.9k 275.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.4M 4.9k 485.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $2.3M 8.1k 285.85
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 9.6k 236.98
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.2M 22k 99.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $2.2M 44k 49.51
American Express Company (AXP) 0.3 $2.0M 6.3k 318.96
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $2.0M 21k 93.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.0M 40k 49.46
Costco Wholesale Corporation (COST) 0.3 $1.9M 1.9k 990.06
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.7M 38k 46.32
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.7M 5.1k 339.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.7M 3.1k 551.71
Ishares Tr Core Total Usd (IUSB) 0.2 $1.7M 36k 46.23
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 2.9k 561.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.6M 5.3k 303.93
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.5M 18k 85.21
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.5M 9.5k 157.76
Visa Com Cl A (V) 0.2 $1.5M 4.2k 355.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.5M 5.2k 284.39
Spdr Series Trust Portfolio S&p500 (SPYM) 0.2 $1.4M 20k 72.69
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $1.4M 12k 112.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.3M 5.5k 246.51
Meta Platforms Cl A (META) 0.2 $1.3M 1.8k 738.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.3M 32k 40.49
Netflix (NFLX) 0.2 $1.3M 941.00 1339.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.3M 4.5k 276.94
Select Sector Spdr Tr Technology (XLK) 0.2 $1.2M 4.9k 253.23
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $1.2M 38k 31.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.2M 15k 79.50
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.2M 12k 100.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.2M 6.1k 195.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 6.7k 177.39
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.2M 22k 52.84
Home Depot (HD) 0.2 $1.2M 3.1k 366.68
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.1M 28k 39.17
Abbvie (ABBV) 0.1 $1.1M 5.7k 185.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.0M 6.3k 164.46
Johnson & Johnson (JNJ) 0.1 $1.0M 6.6k 152.75
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $982k 19k 52.34
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $948k 30k 32.12
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $934k 9.8k 95.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $898k 15k 58.78
Vanguard World Inf Tech Etf (VGT) 0.1 $872k 1.3k 663.29
Ishares Tr Esg Optimized (SUSA) 0.1 $848k 6.7k 126.75
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $839k 33k 25.17
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $839k 20k 41.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $779k 27k 29.21
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $738k 15k 49.26
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $736k 18k 40.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $732k 6.6k 110.10
Qualcomm (QCOM) 0.1 $717k 4.5k 159.26
Eli Lilly & Co. (LLY) 0.1 $704k 903.00 779.55
Thermo Fisher Scientific (TMO) 0.1 $696k 1.7k 405.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $682k 7.7k 88.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $654k 27k 24.38
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $631k 12k 54.46
Ishares Tr Eafe Value Etf (EFV) 0.1 $626k 9.9k 63.48
Lam Research Corp Com New (LRCX) 0.1 $622k 6.4k 97.34
Honeywell International 0.1 $619k 2.7k 232.88
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $603k 7.8k 77.33
Coca-Cola Company (KO) 0.1 $602k 8.5k 70.75
Texas Instruments Incorporated (TXN) 0.1 $592k 2.9k 207.64
Oracle Corporation (ORCL) 0.1 $587k 2.7k 218.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $576k 9.6k 59.81
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $561k 5.0k 111.99
Procter & Gamble Company (PG) 0.1 $550k 3.4k 159.32
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $546k 2.8k 195.42
Vanguard Index Fds Large Cap Etf (VV) 0.1 $524k 1.8k 285.30
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $512k 18k 28.77
Pepsi (PEP) 0.1 $508k 3.8k 132.05
Ishares Tr Ishares Biotech (IBB) 0.1 $503k 4.0k 126.50
Blackstone Group Inc Com Cl A (BX) 0.1 $502k 3.4k 149.58
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $501k 5.3k 94.63
Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $488k 11k 44.67
Wal-Mart Stores (WMT) 0.1 $480k 4.9k 97.78
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $479k 2.3k 204.67
Cisco Systems (CSCO) 0.1 $476k 6.9k 69.38
Goldman Sachs Etf Tr Small Cap Equity (GSC) 0.1 $469k 9.3k 50.47
Morgan Stanley Com New (MS) 0.1 $469k 3.3k 140.86
salesforce (CRM) 0.1 $468k 1.7k 272.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $467k 6.3k 73.63
Servicenow (NOW) 0.1 $457k 444.00 1028.08
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $452k 6.2k 73.18
Amgen (AMGN) 0.1 $452k 1.6k 279.21
Abbott Laboratories (ABT) 0.1 $445k 3.3k 136.01
Ishares Tr Msci Eafe Etf (EFA) 0.1 $443k 5.0k 89.39
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $432k 10k 42.74
UnitedHealth (UNH) 0.1 $431k 1.4k 311.97
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $430k 1.1k 396.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $430k 3.9k 109.61
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $429k 2.8k 150.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $427k 3.2k 133.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $423k 2.2k 192.71
Parker-Hannifin Corporation (PH) 0.1 $418k 599.00 698.47
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $408k 8.6k 47.44
Ishares Gold Tr Ishares New (IAU) 0.1 $390k 6.3k 62.36
Blackrock (BLK) 0.1 $384k 366.00 1049.25
Goldman Sachs (GS) 0.1 $384k 542.00 707.75
Lowe's Companies (LOW) 0.0 $371k 1.7k 221.87
Select Sector Spdr Tr Indl (XLI) 0.0 $363k 2.5k 147.52
Walt Disney Company (DIS) 0.0 $362k 2.9k 124.00
Mondelez Intl Cl A (MDLZ) 0.0 $359k 5.3k 67.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $351k 5.7k 62.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $349k 791.00 440.68
Universal Display Corporation (OLED) 0.0 $348k 2.3k 154.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $341k 15k 23.24
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $341k 3.4k 101.60
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $338k 3.7k 92.18
Boston Scientific Corporation (BSX) 0.0 $333k 3.1k 107.41
Ishares Tr Core Div Grwth (DGRO) 0.0 $333k 5.2k 63.94
McKesson Corporation (MCK) 0.0 $329k 449.00 732.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $326k 2.4k 135.04
Select Sector Spdr Tr Financial (XLF) 0.0 $324k 6.2k 52.37
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $321k 2.9k 109.29
Chevron Corporation (CVX) 0.0 $315k 2.2k 143.19
International Business Machines (IBM) 0.0 $314k 1.1k 294.78
Caterpillar (CAT) 0.0 $309k 797.00 388.21
Entergy Corporation (ETR) 0.0 $308k 3.7k 83.12
Pfizer (PFE) 0.0 $305k 13k 24.24
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $305k 2.7k 111.92
Citigroup Com New (C) 0.0 $303k 3.6k 85.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $302k 4.2k 72.68
Zoetis Cl A (ZTS) 0.0 $301k 1.9k 155.95
Tesla Motors (TSLA) 0.0 $299k 942.00 317.66
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $299k 8.1k 36.92
Bank of America Corporation (BAC) 0.0 $298k 6.3k 47.32
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $275k 3.9k 69.91
3M Company (MMM) 0.0 $275k 1.8k 152.24
Analog Devices (ADI) 0.0 $274k 1.2k 238.02
Booking Holdings (BKNG) 0.0 $272k 47.00 5789.23
CSX Corporation (CSX) 0.0 $270k 8.3k 32.63
Travelers Companies (TRV) 0.0 $267k 999.00 267.54
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $267k 5.2k 51.36
Verizon Communications (VZ) 0.0 $259k 6.0k 43.27
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $252k 7.7k 32.69
Southern Company (SO) 0.0 $251k 2.7k 91.83
Vanguard World Health Car Etf (VHT) 0.0 $251k 1.0k 248.34
Ishares Tr Esg Select Scree (XJR) 0.0 $250k 6.3k 39.55
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $250k 19k 13.11
Raytheon Technologies Corp (RTX) 0.0 $248k 1.7k 146.02
Ishares Tr U.s. Tech Etf (IYW) 0.0 $241k 1.4k 173.27
Northrop Grumman Corporation (NOC) 0.0 $240k 479.00 499.98
Nike CL B (NKE) 0.0 $233k 3.3k 71.05
Philip Morris International (PM) 0.0 $232k 1.3k 182.13
Ishares Tr S&p 100 Etf (OEF) 0.0 $231k 759.00 304.35
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $230k 4.6k 50.21
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $227k 3.2k 70.77
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $220k 5.1k 43.58
Accenture Plc Ireland Shs Class A (ACN) 0.0 $219k 734.00 298.89
Ge Aerospace Com New (GE) 0.0 $219k 852.00 257.43
Ishares Tr Tips Bd Etf (TIP) 0.0 $216k 2.0k 110.04
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $209k 5.9k 35.58
Flagstar Financial Com New (FLG) 0.0 $171k 16k 10.60